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Action Point Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Action Point Financial Planning’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301K Buy
+3,120
New +$296K 0.03% 354

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's USMV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 3,120 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #354 among its holdings.

1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Action Point Financial Planning held 3,120 shares of iShares MSCI USA Min Vol Factor ETF worth $301K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #354 holding.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.